Whittier Trust’s First Trust US Equity Opportunities ETF FPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,147
| Closed | -$96.3K | – | 1568 |
|
|
2023
Q3 | $96.3K | Buy |
1,147
+1
| +0.1% | +$84 | ﹤0.01% | 784 |
|
|
2023
Q2 | $101K | Buy |
1,146
+2
| +0.2% | +$176 | ﹤0.01% | 778 |
|
|
2023
Q1 | $96.2K | Buy |
1,144
+7
| +0.6% | +$588 | ﹤0.01% | 818 |
|
|
2022
Q4 | $89.5K | Buy |
1,137
+2
| +0.2% | +$157 | ﹤0.01% | 841 |
|
|
2022
Q3 | $92K | Buy |
1,135
+619
| +120% | +$50.2K | ﹤0.01% | 812 |
|
|
2022
Q2 | $42K | Buy |
+516
| New | +$42K | ﹤0.01% | 992 |
|